TURNER CHARITABLE MEMORIAL TRUST (EIN 266502560) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

SAME AS C ABOVE

Phone

6514668040

Tax Period

2025-01-01 to 2025-12-31

TURNER CHARITABLE MEMORIAL TRUST, founded in 2009, is a micro nonprofit in the Medical Research sector that reported $61K in total revenue in fiscal year 2025. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $97K exceeded revenue, resulting in a 59% operating deficit.

Mission

THE TRUST IS TO SUPPORT OR BENEFIT SANSUM DIABETES RESEARCH INSTITUTE, SANTA BARBARA, CALIFORNIA FOR THE PRIMARY PURPOSE OF MEDICAL RESEARCH AND EDUCATION IN THE FIELD OF DIABETES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $60,647

Other Revenue $0

TOTAL REVENUE $60,647

Expense Breakdown

Grants Paid $75,150

Salaries & Benefits $20,401

Fundraising Expenses $0

Program Expenses $77,190

Other Expenses $1,086

TOTAL EXPENSES $96,637

Year-over-Year Comparison

	2025	2024	Change
Revenue	$60,647	$139,239	-0.6%
Expenses	$96,637	$97,933	0.0%
Net Income	$-35,990	$41,306	-1.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
US BANK NA	TRUSTEE	1.0		$22,401	$0	$22,401

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$60,647	$96,637	$1,116,876	$-35,990
2024	No data	No data	No data	No data
2023	$42,293	$97,528	$1,111,992	$-55,235
2022	$74,295	$135,172	$1,166,223	$-60,877
2021	$132,752	$146,355	$1,227,747	$-13,603
2020	$3,964	$146,818	$1,240,771	$-142,854
2019	$73,773	$167,180	$1,383,701	$-93,407

TURNER CHARITABLE MEMORIAL TRUST